R.M. Davis Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $754K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $449K | Sell |
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|
2018
Q4 | $454K | Sell |
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|
2018
Q3 | $568K | Sell |
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|
2018
Q2 | $556K | Sell |
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|
2018
Q1 | $761K | Sell |
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|
2017
Q4 | $955K | Buy |
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|
2017
Q3 | $714K | Buy |
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|
2017
Q2 | $535K | Buy |
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|
2017
Q1 | $407K | Sell |
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|
2016
Q4 | $438K | Hold |
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|
2016
Q3 | $419K | Sell |
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|
2016
Q2 | $396K | Buy |
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|
2016
Q1 | $377K | Sell |
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|
2015
Q4 | $490K | Sell |
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|
2015
Q3 | $1.04M | Sell |
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|
2015
Q2 | $5.57M | Sell |
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|
2015
Q1 | $6.33M | Sell |
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|
2014
Q4 | $8.62M | Buy |
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|
2014
Q3 | $9.03M | Sell |
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|
2014
Q2 | $9.93M | Buy |
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|
2014
Q1 | $8.86M | Buy |
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|
2013
Q4 | $7.71M | Buy |
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|
2013
Q3 | $6.57M | Buy |
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|
2013
Q2 | $5.96M | Buy |
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